Finance & Strategy Senior Analyst (Fintech)

TL;DR

Finance & Strategy Senior Analyst (Fintech): Supporting venture fund initiatives through financial modeling, portfolio analysis, and strategic planning with an accent on capital allocation and performance tracking. Focus on developing data-driven insights, automating financial workflows, and integrating AI-driven improvements to guide business decisions.

Location: Must be based in the US, with in-person attendance expected at least 3 days per week in the Menlo Park, CA office.

Salary: $86,000 – $130,000 USD (depending on location zone).

Company

A high-growth fintech company on a mission to democratize finance for all by building frontier technologies for the next generation of investors.

What you will do

• Build and refine fund models incorporating management fees, committed capital, and investment performance.
• Analyze return drivers and portfolio performance to inform capital allocation and investment decisions.
• Support monthly, quarterly, and annual reporting by tracking key metrics like AUM and NAV.
• Contribute to fiscal planning and budgeting processes by aligning cost center spend with financial goals.
• Conduct financial analyses for business areas and support M&A activities through modeling.
• Improve financial processes through standardization, automation, and AI-driven workflow enhancements.

Requirements

• Bachelor’s degree in Economics, Mathematics, Computer Science, or a related field.
• 4–5+ years of experience in finance, investing, or investment banking.
• Proven experience supporting planning and forecasting processes.
• Strong financial modeling and analytical skills with the ability to connect data to business outcomes.
• Ability to manage multiple priorities and complete projects in a structured, timely manner.
• Clear written and verbal communication skills for presenting data to senior leadership.

Culture & Benefits

• Performance-driven compensation including bonuses and equity ownership.
• 100% paid health insurance for employees and 90% for dependents.
• 401(k) matching program.
• Lifestyle wallet for wellness and learning expenses.
• Employer-paid life and disability insurance, fertility, and mental health benefits.
• Generous time off including company holidays, PTO, and parental leave.